Work in Progress
Monitor unbilled time and fees to effectively manage work in progress and profitability.
Last update: CCH iFirm Time and Fees
Work in Progress
The Work in Progress area displays all the outstanding work in progress (WIP) for all open and closed jobs.
CCH iFirm Time and Fees
Use the Work in Progress Area
Click Jobs & Billing> Work in Progress to access the Work in Progress area. Here you can view the WIP Summary, WIP organized by contact group or WIP by individual client. You can also perform various actions, as outlined below.
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Jobs - WIP Control
The widget displays the same data as the WIP Control Report. The data is for the month. The period for the data works like the default period for the report, with the previous month showing until the 6th day of the month, but from there on it is the current month.
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Import WIP
To import your WIP records into CCH iFirm, you need to prepare a .csv file using the template provided in CCH iFirm. If you have several jobs on the go for a client, you can import the total WIP as a lump sum in one .csv file, and then use the WIP transfer feature in CCH iFirm to create the individual jobs. Alternatively, you can import the individual jobs but this requires multiple .csv files.
CCH iFirm Job ManagementCCH iFirm Time and Fees
Transfer WIP within a job
You can access the WIP Transfer feature from the Job Details page, Work in Progress Centre or the Work In Progress Client Breakdown Report. There are three methods of WIP transfer to choose from.
CCH iFirm Job ManagementCCH iFirm Time and Fees
Jobs - Total WIP by Partner
Jobs - Total WIP by Partner
CCH iFirm Time and Fees
View your WIP and edit WIP items
Click the View WIP button on a Job Details page or from the actions menu in the WIP Centre.
CCH iFirm Time and Fees
Working with the 'Correct WIP' functionality
The Correct WIP functionality allows you to edit unallocated WIP entries. This will allow firms to drastically reduce the number of WIP transfers they have to make to move WIP from one job to another.
CCH iFirm Time and Fees
Average Hourly Rate
This widget displays the average hourly rate for your firm, which will help you to see if your firm is performing efficiently. It will show the average hourly rate for your firm for each month of the year.
CCH iFirm Time and Fees
Recording time in lieu
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.